2026 AGENDA

Monday

March 2

9:00 AM – 11:00 AM Sponsor Setup 

11:00 AM Registration Opens 

12:00 PM – 1:00 PM Workshop

From strategy to deployment: Building an AI roadmap in banking 

Translating executive vision into an actionable AI-adoption plan. 

• Attendees are given a fictional mid-sized bank case study with goals to improve onboarding, reduce fraud, enhance customer experience, and generate more ROI. 

• Groups map out an AI strategy framework across operations, compliance, and customer-facing channels. 

• They prioritize use cases, define success metrics, and present a short roadmap. 

Takeaway: A structured framework attendees can adapt to their own institutions. 

1:15 PM Opening Remarks 

1:30 PM – 2:15 PM Session 1: Panel

The future of financial services in the age of AI 

A visionary look at how AI — from predictive models to agentic AI systems — is transforming banking, payments, and insurance. 

• The reality of ROI in AI banking initiatives 

• Where to find efficiencies — and where not to 

• Identifying trend markers for better strategic planning 

2:15 PM – 2:45 PM Session 2  

Fireside Chat  

FinAi Summit features a key industry executive for a frank one-on-one conversation on the use of AI and the future of financial services technology.  

2:45 PM – 3:15 PM Afternoon coffee break 

3:15 PM – 3:45 PM Session 3: Presentation & Demo  

Agentic AI in action: How agentic AI can be used now 

• Behind the scenes of the strategic deployment of an agent  

• Prerequisites to implementing agentic AI  

• Opportunities for extending agentic AI into day-to-day banking ops 

3:45 PM – 4:45 PM Session 4: Demos 

Emerging Technology Showcase 1 

During this session, attendees will experience demos of technologies from a curated selection of startups focused on the FinAi sector.  

5:00 PM Cocktail Reception 

Tuesday

March 3

9:00 AM Welcoming remarks 

9:10 AM – 9:40 AM Session 5 

Fireside Chat  

FinAi Summit features a key industry executive for a frank one-on-one conversation on the use of AI and the future of financial services technology.  

9:40 AM – 10:25 AM Session 6: Panel 

Tech Talk: Cloud, compute, and data pipelines for AI success 

• Identifying infrastructure challenges 

• Securing the necessary processing power, cloud architectures, and data pipelines  

• Requirements for safe, large-scale AI 

10:25 AM – 11:00 AM Coffee Break 

11:00 AM – 12:00 PM Session 7: Panel 

AI strategy at scale: Lessons from global banks 

• Case studies from leading FIs 

• Building enterprise wide AI frameworks and managing change 

• Aligning technology with business strategy 

12:00 PM – 1:15 PM Networking Lunch  

1:15 PM – 2:15 PM Session 8:Panel 

 Gen AI in the ring: Fight against fraud 

• Identifying gen AI-driven fraud 

• How FIs are fighting advanced threats with emerging technology 

• Enhancing AML, fraud prevention, and regulatory reporting 

2:15 PM – 2:45 PM Session 9: Presentation 

The role of AI in payments modernization 

• New strategies for maximizing agentic AI in payments and transactions 

• How gen AI, automation, and predictive analytics enable real-time payments 

• Detecting payments fraud and monitoring transactions at scale 

2:45 PM – 3:15 PM Coffee Break 

3:15 PM – 4:15 PM Session 10: Demos 

Emerging technology showcase 2 

During this session, attendees will once again experience demos of technologies from a curated selection of startups focused on the FinAi sector.  

4:15 PM – 5:00 PM Session 11: Panel 

The next 5 years in FinAi  

• What to watch for in AI development and implementation 

• Assessing the current crop of startups to identify future trends 

• Balancing technology realities with the demands of the AI revolution

5:00 PM Summit Concludes